Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.92%
3 year
18.94%
5 year
12.41%
10 year
13.41%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
80 months through March 31, 2026Volatility (ann.)
12.34%
Sharpe
1.31
Sortino
2.47
Max drawdown
-23.10%
Best month
12.90%
Worst month
-14.55%
Beta vs VTSAX
0.96
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.